Key Points Oracle’s stock continues to underperform its peers due to AI-related concerns, and the deterioration caused to its balance sheet caused by its AI infrastructure buildout. Oracle recently secured a major Pentagon contract, and a constructive deal with Alphabet that helped strengthen the case for the stock. 10 stocks we like better than Oracle … Read more
Is YouTube Going After Netflix? This Could Be the Biggest Sign Yet
The whipping post
Key Points Alphabet recently announced it is expanding its partnership with NBCUniversal. YouTube Premium subscribers will have access to an ad-supported version of Peacock Premium. The move may set the stage for fiercer competition between Netflix and YouTube. 10 stocks we like better than Alphabet › Netflix (NASDAQ: NFLX) is a leader in the streaming … Read more
RDIV, PRU, HPQ, F: Large Inflows Detected at ETF
The whipping post
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco S&P Ultra Dividend Revenue ETF (Symbol: RDIV) where we have detected an approximate $421.9 million dollar inflow — that’s a 30.4% increase week over week in outstanding units (from 22,010,000 to 28,710,000). Among the … Read more
Investing in the "Magnificent Seven?" Pick Your Poison: Negative Free Cash Flow or an Unjustifiable Valuation.
Key Points Although the Magnificent Seven have traditionally done the heavy lifting on Wall Street, all but one have underperformed the benchmark S&P 500 in 2026. Investors are getting fed up with otherworldly spending on artificial intelligence (AI) and punishing companies with negative free cash flow. Meanwhile, the Magnificent Seven companies that chose not to … Read more
After a Strong Quarter, Is Microsoft Stock Headed for a New All-Time High?
Key Points Microsoft’s stock has been red hot in recent days. The company’s Q4 numbers were impressive, and its Azure growth rate improved from the previous quarter. The stock is a bit more expensive, but not nearly at the levels it was at a year ago. 10 stocks we like better than Microsoft › This … Read more